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Wells Fargo

2,656 hedge funds and large institutions have $200B invested in Wells Fargo in 2025 Q3 according to their latest regulatory filings, with 194 funds opening new positions, 1,082 increasing their positions, 964 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 194 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 1,082 | Existing positions reduced: 964

1% more funds holding

Funds holding: 2,6262,656 (+30)

1% more capital invested

Capital invested by funds: $199B → $200B (+$1.12B)

1.76% less ownership

Funds ownership: 76.37%74.61% (-1.8%)

16% less call options, than puts

Call options by funds: $4.25B | Put options by funds: $5.05B

16% less funds holding in top 10

Funds holding in top 10: 9176 (-15)

Holders
2,656
Holders Change
+30
Holders Change %
+1.14%
% of All Funds
34.86%
Holding in Top 10
76
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-16.48%
% of All Funds
1%
New
194
Increased
1,082
Reduced
964
Closed
127
Calls
$4.25B
Puts
$5.05B
Net Calls
-$796M
Net Calls Change
-$69.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
2576
Berbice Capital Management
New York
$25.1K
DWM
2577
Dogwood Wealth Management
Kansas
$25.1K +$4.14K +51 +21%
TIAAOA
2578
Teachers Insurance & Annuity Association of America
New York
$24.5K +$23.7K +292 New
BGWM
2579
Bridge Generations Wealth Management
Florida
$23.5K
CCM
2580
Copeland Capital Management
Pennsylvania
$21.6K
TPBG
2581
Turning Point Benefit Group
Maryland
$21.6K +$21.7K +267 New
HB
2582
Horizon Bancorp
Indiana
$21K
CMP
2583
Coston McIsaac & Partners
Maine
$21K +$81 +1 +0.4%
EWP
2584
Elevation Wealth Partners
California
$19.7K +$14.2K +175 +292%
GF
2585
GGM Financials
Ohio
$19.4K +$18.7K +231 New
KA
2586
Kozak & Associates
Colorado
$18.9K +$81 +1 +0.4%
HHGA
2587
Halbert Hargrove Global Advisors
California
$18.3K +$17.7K +218 New
HIW
2588
Holos Integrated Wealth
Pennsylvania
$18K
CWM
2589
Consultiva Wealth Management
Puerto Rico
$17.4K
QL
2590
Quarry LP
New York
$16.9K -$216K -2,665 -93%
WA
2591
Whipplewood Advisors
Colorado
$16.8K -$48.5K -598 -75%
ICCON
2592
Investment Counsel Company of Nevada
Nevada
$16.8K
PG
2593
Proffitt & Goodson
Tennessee
$16.4K +$15.9K +196 New
TFA
2594
Toth Financial Advisory
Virginia
$16.3K +$162 +2 +1%
AP
2595
Aspect Partners
Virginia
$15.9K +$4.46K +55 +41%
ACM
2596
Anfield Capital Management
California
$15.8K
CIM
2597
Contravisory Investment Management
Massachusetts
$15.6K +$9.33K +115 +162%
PWA
2598
Principia Wealth Advisory
Texas
$15.3K +$1.22K +15 +9%
PS
2599
Pinney & Scofield
Massachusetts
$15.2K
BIM
2600
Breakwater Investment Management
Washington
$14.9K +$3.89K +48 +37%